$747.8M Total AUM
$678.7M Disc. AUM
-- 3Y CAGR
11 Employees
570 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2012
- Office Locations
- 2
Office Locations
801 Laurel OAK Drive Suite 710 Naples FL
941 Chatham Lane Suite 212 Columbus OH
About Waller Financial Planning Group, Inc.
Waller Financial Planning Group is an independent RIA providing holistic personal financial planning and investment advisory services aligned to clients’ lifestyle and legacy goals. The firm emphasizes a team-based approach and long-term counsel built on decades of experience, serving individuals including business owners and entrepreneurs; custody includes Charles Schwab.
Team overview
47 AVG AGE
$68.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.5 yrs AVG TENURE
11 Employees
11 Advisory Reps
6 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JASON ALLEN ELIASON
Partner
- CRD
- #3275344
- Ownership
- 25% but less than 50%
Available
Available
Available
JASON EDWARD FARRIS
Chief Compliance Officer, Partner
- CRD
- #4925982
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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KATHERINE EILEEN KINCAID
--
- CRD
- #4533668
Available
Available
Available
SCOTT EDWARD RENDLE JR.
Associate
- CRD
- #4272466
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $678,741,827 | $352,960 |
| Non-Discretionary | $69,024,798 | $436,866 |
| Total | $747,766,625 | $359,330 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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